Clues ahead of PLMish earnings season? Or not? PLMish earnings start tomorrow, when Sandvik reports its second-quarter results. I don’t know what they’ll say, but I’m getting questions about PLMish earnings since IBM pre-announced results on Tuesday...
Schneider Electric to acquire Cognite for $3.1billion Well, well, well. Schneider Electric just announced that it will acquire Cognite Holding in an all-cash transaction valued at $3.1 billion, and will “integrate the industrial artificial intelligence software...
Autodesk’s $3.6B bet on MaintainX for asset operations Autodesk just announced the largest acquisition in the company’s history: it will acquire MaintainX for $3.6 billion as the starting point for a new Autodesk Operations Solutions division. So many questions:...
The additive saga continues: Stratasys buys MarkForged I’ve written plenty about how technology needs to be timed just right: too early to market and a company expends all its energy and capital on educating that market on why the tech matters; too late, and a...
Nemetschek expands Build with HCSS acquisition Nemetschek just announced that it will acquire Heavy Construction Systems Specialists (HCSS) from private equity firm Thoma Bravo. I know you’re all asking, who?? HCSS makes specialized software for civil,...
Evolution continues: Hexagon buys Waygate Hexagon continues its reinvention — the PPM spin-off, Octave, won’t be complete until May, in all likelihood — today announcing the acquisition of Waygate Technologies for $1.45 billion in cash (about €1.24 billion), in...
PTC’s Strategic Pivot: Back to the Future – and welcome, Velotic You might recall PTC’s announcement last year regarding the sale of its ThingWorx and Kepware businesses to TPG for $725 million. Last week, the deal officially closed. While the headline figure is...
Hexagon and Cadence complete transfer of design & engineering business Superquick. Blizzard bearing down, may lose power (but warm and cozy so far). Hexagon and Cadence just announced that completion of the sale of Hexagon’s Design & Engineering business...
SaaS isn’t going away—even in the age of AI I get asked this a lot: “Is SaaS dead?” — and, given that all of the PLMish companies in our space sell their software that way, it’s a good question. The whole “SaaS is dead” thing apparently...
“Flow” wars: Autodesk sues Google over product name Reuters reported yesterday that Autodesk is suing Google for infringing on its “Flow” trademark and marketing competing AI-enabled tools that, like Autodesk’s Flow, are used to make movies, TV...
